+1,783.3%
AME vs VIG
+655.7%
+1,127.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +8.1% | +3.1% | +5.0% | +4.3% |
| 30D | -3.8% | +5.0% | -8.8% | -9.4% |
| 3M | -6.6% | +2.7% | -9.3% | -9.6% |
| 6M | +4.6% | +11.0% | -6.4% | -7.7% |
| YTD | +17.9% | +16.0% | +2.0% | -1.0% |
| 1Y | +23.2% | +16.3% | +7.0% | +3.2% |
| 3Y | +62.9% | +66.8% | -3.9% | -11.8% |
| 5Y | +77.5% | +64.8% | +12.8% | -2.6% |
| 10Y | +444.7% | +263.6% | +181.1% | +18.5% |
| All | +1,783.3% | +655.7% | +1,127.5% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling